ADL
XM

Asset Dedication LLC’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Asset Dedication LLC’s Portfolio XM Stock Details XM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-119
Closed -$5K – 1060
2021
Q3 		$5K Hold
119
– – ﹤0.01% 806
2021
Q2 		$5K Hold
119
– – ﹤0.01% 720
2021
Q1 		$4K Buy
+119
New +$4.83K ﹤0.01% 591

Other funds holding XM

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Asset Dedication LLC's XM Position: Q4 2021 in Review

Asset Dedication LLC sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q4 2021, closing a stake of 119 shares — an estimated $5K sold.

Asset Dedication LLC first reported a position in XM in Q1 2021 and held it in 3 quarters. The position peaked at $5K in Q3 2021. 210 funds tracked by Wall St. Rank hold XM as of Q4 2021.

  • Asset Dedication LLC reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q4 2021 after selling out during the quarter.
  • Asset Dedication LLC sold 119 Qualtrics International Inc. Class A Common Stock shares in Q4 2021, an estimated $5K.
  • Asset Dedication LLC first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 3 quarters.
  • Asset Dedication LLC's Qualtrics International Inc. Class A Common Stock position peaked at $5K in Q3 2021.
  • 210 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q4 2021.

Based on Asset Dedication LLC's 13F filing for Q4 2021, filed 21 Jan 2022.